✦ The decision engine for agencies

Know every client's
next best move.

UtilityBar runs overnight across every client's data and your agency's method, then hands you a Control Center: what changed, what to do about it, and the brief already written, with the evidence attached.

Control Center

Wed, Sept 30 · 12 clients · 21 projects · 7 campaigns in flight● Overnight run finished 5:12am
All clients ▾ SEOAEOPublishingGTMAccounts | TodayQueuePriorities ⌕ Search clients, pages, people
Waiting on you11
Ready to approve64
Flagged for review14
Agents running0
September interventions86 / 120 in scopeon pace · 34 left
Today: 6 cards. 64 items to approve in two clicks, 14 worth a look, 2 shifts to call.About 15 minutes
Agent running
Citation shift
Yeti Mutual · AEO · avalanche guide
8%named · down from 21% in 30 days

Three engines read the avalanche guide. None name you. Two competitors are named.

Xofu · GSCOpenPrioritizeIgnore
Approved
Audit complete
Moonbase Pavers · SEO
182findings · 18recommendations in scope

Overnight topic cluster audit. Retaining walls lost 404 clicks since Sept 12.

GSC · Screaming FrogApprove 18Review
Sent to client
Drafts ready
Havelock Hot Sauce · Publishing
4on staging, QA clean · 2need your read

Two can go to the client now. Two cite a retailer page that changed.

WordPressSend 2Read 2
Opportunity batch
All clients · Accounts
46ready to send · 12flagged

Drafted in each account manager's voice, checked against CRM and open deals.

HubSpot · 11 accountsSend 46Review 12
Waterfall drop
Moonbase Pavers · AEO
71% → 58%retrieved · 30 days

"Low gravity pavers" prompts stopped reaching your guide. Images carry the answer.

Xofu · DataForSEOOpenPrioritizeIgnore
Experiments concluded
All clients · Ledger
6concluded · 4wins · 2null

Comparison blocks won 3 of 3. FAQ schema was null twice.

Ledger · 35‑day windowsKeep winnersOpen ledger
✓ Saved to the Playbook · rule claimed · applies to Moonbase Pavers

0 · Agency

Start with one node.

Your agency. Everything below answers one question: why would this not produce slop, and why is it yours? Scroll. Name the node if you like.

Name it if you like. Nothing is stored.

How this is different

Onboard a client and know the terrain by lunch.

Most agent tools hand you a blank chat and a list of tools. This one starts from the SOW: scope, campaign and approved tactics are set up before you type a word, the crawl writes its own settings, and what comes next is already picked from what the client bought.

New client · Havelock Hot Sauce
  1. SOW
  2. Setup
  3. Website
  4. Crawl
  5. What next
Start with the SOW. Everything else is prefilled from it.
Drop the SOW or proposalPDF, DOCX or a Google Doc
or Find it for me in Drive
PDF
Havelock Hot Sauce · SOW · Oct 2026.pdfShared drives / Clients / Havelock / Contracts · signed Sept 28
found
  • Services: SEO, AEO and publishing · 12 months from Oct 1
  • Campaign: "Hot sauce season" · goal: organic revenue up 30% by March
  • Scope: 40 interventions a month · 4 new posts a month · monthly report
  • Tactics named: content refresh, comparison blocks, product schema, new posts · digital PR excluded
Set up from the SOW. Edit anything, then approve.
SCOPE GATE
Interventions40 / month
New posts4 / month
TermOct 1 → Sept 30
Over scopeasks you first
CAMPAIGN
Hot sauce season Organic revenue up 30% by March · monthly report to Marisol Vega
SERVICES
SEOAEOPublishingGTMDigital PR
APPROVED TACTICS
Read from page 2 and the pricing table. Nothing is final until you approve it.Approve setup →
Now the website. It checks what is already connected.
https://havelockhotsauce.comBuild crawl settings →
  • Search Console connected · sc-domain:havelockhotsauce.com is shared with our Google Cloud account · 16 months of data
  • GA4 connected · same account, same property
  • Site read: WordPress with WooCommerce · 412 URLs · /shop renders with JavaScript · /stories is the blog, 86 posts
  • No product schema on the 3 product lines · matches a tactic in the SOW
Crawl settings, written from what it just read
havelock.seospiderconfig Screaming Frog
renderingJavaScript the shop needs it
crawl limit5,000 URLs the sitemap has 412
exclude/cart · /my-account · ?add-to-cart= no value in these
extractprice · Product schema · author · last updated custom extraction, from the tactics
scheduleweekly · Sunday 02:00 diffs land in the Control Center
Edit anything. Or don't. The config is yours to keep.Deploy the crawl →
Crawl deployed. The rest loads while it runs.
havelockhotsauce.com · crawl412 URLs
Search Console · 16 months31,400 rows
Keywords · DataForSEO2,140 terms
Topic clusters38 clusters
Runs on our Screaming Frog with the settings above. Weekly from here, on the schedule you just saw.
Done. What next is already picked from the scope. 4 of 5 in scope
Preselected from the SOW tactics. Run them all, or change who does what and leave a note on any card.CustomizeRun all in scope ▸
RecipeQ4 content foundationCompetitive gap analysis+ together→Content audit agent→Summary report for review youA recipe is a set of motions, saved in the Playbook. The cards below are its ingredients.Run recipe ▸
Agent+ Agent and you YouOpening a chat with the plan's context ↓

It lives in your chat

It opens a chat that already knows the job.

No copy and paste, no "here is the context". The chat is the plain kind you already use. What is different is what it arrives with, who you can bring into it, and what it keeps.

Content Planner ▾ opened from Onboarding · Havelock Hot Sauce JM Rules: ask me
SESSION OPENED BY “CONTENT PLANNING” · CONTEXT ATTACHED
project_idhavelock-hot-saucecampaign_idq4-content-plantopic_clustersmall-batch hot sauce awarenesssolution-awarecrawl4 sites · 3,492 URLsscope8 posts per quarter
Tools this agent may use here: Crawl data · Search Console · Xofu MCP · WordPress MCP
J
You

Build the Q4 content plan from the gaps. Stay inside the SOW.

Content Planner
✓ crawl.compare_sites✓ gsc.topic_clusters✓ xofu.get_prompt_responses

Scorch & Sons out-ranks you on 61 terms, mostly heat-level guides, and gets named where you don't. This plan closes the three biggest gaps first.

Q4 content plan · draft v18 posts · 3 gap topics · owners and dates
J
You

Move the heat-scale guide to October and drop the gift guide.

Content Planner

Done. v2 has seven posts and the heat-scale guide leads.

MMarisol Vega (Havelock Hot Sauce) joined · client seat
M
Marisol client
▤ Founder story notes.docx 14 KB

Can this be the first post?

Content Planner
✓ wp.create_draft✓ wp.qa_post
New post · “Why we still ferment in oak”Draft on staging · written from her notes · images from your library
M
Marisol client

Love it. One thing: we never say “burn”. It's “heat”.

Content Planner

Noted, and kept. Replaced three uses of “burn” in the plan and the draft.

Message Content Planner…↑

Prove what moved

Before and after, by topic, down to the query.

Every intervention is dated in the ledger, so the question "did that work?" is a comparison, not a debate. Search Console data is clustered into topics and sub‑topics; each cluster is colored by what happened to it after the change.

Topic impact · moonbasepavers.com90 days before vs. after · 12 interventions loggedImpressions Clicks
Gained clicksLost clicksFlatHub = topic · spokes = sub‑topics · size = volume
TOP TOPIC MOVERS
Regolith Paver Sizing
+2,751
Low‑Gravity Installation
+1,190
Crater‑Rim Retaining Walls
−404
Airlock Threshold Details
+486
Dust Mitigation Coatings
+310
Habitat Patio Layouts
−183
Lunar CAD Hatch Patterns
+96
TopicsSorted by Δ clicks
TopicClicks (before)Clicks (after)↓ Δ
Regolith Paver Sizing1432,894+2,751
Free regolith paver spec sheets501,043+993
Paver sizing for 1/6 g33629+596
Regolith paver thickness charts28491+463
Sintered regolith vs. cast basalt9134+125
PagesQueries
sintered regolith pavers240+38
cast basalt paver moon337+34
regolith paver vs basalt119+18
Low‑Gravity Installation4121,602+1,190
Crater‑Rim Retaining Walls1,150746−404
Habitat Patio Layouts1,083900−183

The same view exists per page and per query, and the intervention that caused the change is one click away in the ledger. Losses show up as plainly as wins; that is the point.

AI relationship intelligence

Who to write to this week, and what to say.

The same engine, pointed at your CRM instead of your content. It finds the people worth a note this week, works out why now, drafts it in the account manager's voice, and files it in their library.

Summit Researchsummitresearch.example
OverviewMotionsActivityReportsOpportunitiesProjectsConfig
  1. Find opportunities
  2. Run
  3. For review
  4. Opportunity card
  5. AM Library
Find opportunities
v7 · tuned Sept 2026 ▾
EveryoneSearch the whole ICP-matched pool.
Specific account managersBalanced · Prioritize owned · Prioritize good fit
50
WarmColdLinkedIn DMShake the Trees 161 companies
CancelFind opportunities
Working out the angle…3m elapsed
  • Queued
  • Finding contacts
  • Scoring & shortlisting
  • Gathering context
  • Working out the angle
  • Quality checks

Searching for up to 50 candidates. This usually takes a few minutes — you can leave this page and come back.

For Review (12)Approved (3)Previously Reviewed/Excluded (5)All assignees ▾
Dana Mireles @ Northbeam0.91Open cardApproveMove to next runSkip
VP Insights · Consumer goods · dana.mireles@northbeam.example · Insights leader
KEY DATASignals: Job change Visited pricing Opened 9 of 16 emails · Prior Summit work: 2 projects with her · Owner: Renee Alvarado
WHY NOWMoved to Northbeam three weeks ago. Northbeam has never bought research from us. She has, twice.
Assignee Renee AlvaradoOUTREACH APPROACH Warm ▾ · Draft on approve
Owen Tschida @ Kettle & Crane0.84ApproveMove to next runSkip
Director of Brand · Food & beverage · Brand leader
WHY NOWLapsed 14 months. Read the tracker case study twice last week.
Dana Mireles @ Northbeam0.91VP Insights · assigned to Renee AlvaradoSkipApprove
WHY NOWMoved to Northbeam three weeks ago. Northbeam has never bought research from us. She has, twice.
WHY YOURenee ran both of her 2024 studies and sent the last note she replied to.
RECOMMENDED ACTIONCongratulate her, mention the segmentation work by name, and offer the brand tracker guide she downloaded in August.
EMAIL DRAFT PREVIEWWarmShake the Trees

Subject Congrats on Northbeam

Dana, saw the news. Congratulations. If the snack segmentation is still on your wall, I'd love to hear what you'd build at Northbeam. I can send the tracker guide you grabbed in August with our notes on it…

Refine with feedback…Send this approach
RA
Renee AlvaradoAM Library · Opportunities
6Runs41Total29Sent11Drafted1Failed
AllNot sentSentView digest (2)Mark 2 sentDraft 2 in HubSpot
StatusContactCompanyRunSent
DraftedDana MirelesCongrats on NorthbeamNorthbeamOct 2—
DraftedOwen TschidaThat tracker case studyKettle & CraneOct 2—
SentImani BrooksYour Q4 planningHalcyon FoodsSep 25Sep 26
SentTheo LindqvistNew role, same questionParcel & PineSep 25Sep 25
“Mark sent” writes back to HubSpot: the email as a draft, a note on the contact, and a task for the owner.

The slop question

Generating was never the hard part. Deciding what not to ship was.

Every agency we talk to has tried AI content and got slop. So did we. UtilityBar does not write your articles. It decides, briefs, audits and recommends on connected data, and nothing reaches a person until it has passed a chain of gates built for that job. Here is the chain on the weekly opportunity flow you just scrolled through.

Find and qualify

Signals from the CRM, the web and the graph. A job change with no history on the account does not become a card.

Rejects: weak signal, no history

Match the lead

Routed to the right account manager. Collision detection catches another lead already on the account, or an open deal the CRM did not surface.

Rejects: wrong owner, live deal

Curate the evidence

Only the data and the report that fit this person and this moment. Twenty‑five page visits over three years, not a dump of the record.

Rejects: padding, stale data

Fit the approach

The ask has to match the context. A congratulations is not a pitch. A renewal is not a cold intro.

Rejects: wrong move for the moment

Check the voice

Drafted in the account manager's voice from their library, then checked against it. Theirs to send, or to fix.

Rejects: generic tone

That is one flow. Every recommendation engine in UtilityBar has its own chain. The gates differ. The rule that every step has one does not.

Grounded, not prompted

Everything an agent reads comes from the knowledge graph: crawls, analytics, keyword clusters, CRM, your briefs and SOWs, assembled by pipelines we hardened on the edge cases. Context is gated, so the model sees what matters for this decision and nothing else.

GraphRAG · XEO graph‑kit pipelines

Feedback is routed, not filed

Every correction is labeled by cause and stage, then deployed where it belongs: the pipeline, the data, or the playbook. The same mistake is not available next week.

126 corrections routed in the first pilot

The scoreboard is public

Every change is an experiment with a result. You cannot keep making the same call when the ledger shows it as a loss, and neither can the system.

Experiment ledger · wins and losses, by tactic

The human sits at the right point

You review where review earns its keep: preview the page change, expand the reasoning, zip through a series across pages, deploy. We have not seen that anywhere else.

Approvals are yours to require, or to relax
What it does not do

It does not write net‑new articles, and we have not built that pipeline. Briefs, audits, recommendations and plans, yes. A research pipeline is in progress (goals → research → report → ideate → experiment → artifact → page) and it will ship behind the same gates, grounded in the same graph. If your problem is net‑new technical content in a thin category, we will tell you so on the call.

Give your clients a seat

The same queue, from the client's chair.

Clients log into your workspace, under your name, and see only what is theirs: drafts to approve, opportunities to review, what moved since last week. They stop waiting on a monthly deck, and they stop wondering what you do.

  • Your brand, your domain, their login. Roles are enforced on the server. A client sees one account.
  • Preloaded for the scope they bought. The agents and workflows that fit their engagement, nothing else.
  • Their corrections count too. A client's note becomes a rule scoped to their account, with your sign‑off.
  • Usage is measured. Adoption is a success criterion in every pilot. A seat nobody opens is worth nothing.
Summit & Co.Yeti Mutualclient viewUpdated this morning
Hi Priya, 3 things need you.
2drafts to approve1opportunity+1,190clicks on topics we changed
Draft to approve
Avalanche coverage guide: comparison block
On staging. Summit reviewed it yesterday. Preview link inside.
ApproveRequest a change
Draft to approve
New post: What yeti damage is and is not covered
Six FAQ questions, images from your library, tags applied.
ApproveRequest a change
Opportunity
A ski‑resort association is asking AI engines about group cover
You are retrieved but not recommended. Summit suggests a partner page.
DiscussNot for us

Built and run for you

An AI engineering team behind your workspace, so you do not have to hire one.

We build, host, secure and operate it. Your team works inside it and ships with clients. The chat does the work, the Control Center makes the work legible, and the graph remembers what happened.

Control Center

Per‑client overview, activity feed, motions (recommended → active → measuring → completed), integration health and reports. Client‑role logins see only what's theirs.

os.<tenant>.utilitybar.ai

A bench, not a kitchen sink

A small set of agents that each finish one job well: onboard a site, research a market, recommend, publish, report. Each hands off to the next with context intact.

<tenant>.utilitybar.ai · LibreChat, extended

~200 tools over your systems

Crawls and crawl configs, Search Console and keyword data, topic clusters, cannibalization, HubSpot and LinkedIn enrichment, citation monitoring, link placements, WordPress drafts, edits and QA.

9 MCP servers · deployed per tenant

Knowledge graph + open ontology

Sites, pages, keywords, people, companies, placements and experiments as connected data, described by XEO, our open ontology for how engines see, cite and serve content.

Neo4j · XEO v0.5 · CC BY 4.0

Event ledger + impact loop

Every intervention is logged: what was done, for which site, with which tactic, when. Before/after analysis stops being a slide and becomes a query.

"1,000 changes → 1,000 experiments → keep the winners"

Dedicated tenancy

One instance per client. Your data, your API keys, your model choices. Read‑only, least‑privilege access to source systems. No commingling, no training on your data.

Provisioned in a day

The cohort

Five agencies. Three seats open.

We can run five agencies well at once. Two are on now. The three open seats are for agencies willing to put around 25 clients on the system while it is in beta, and to work closely with us while their method goes in.

Why the cap is real

Clients onboard in a day. An agency does not. Its method lives in the heads of its senior people, so loading it means SME interviews, data we have to earn access to, and weekly working sessions until the recommendations sound like you. That is engineer time we cannot fake, so we do not sell more of it than we have.

What you bring
  • Data access: CRM, Search Console, crawls, project history, even if it is a spreadsheet
  • SME interviews with leadership and with the people who do the work
  • A named decision maker, and access to the team members in the flow
  • At least one 60‑minute working session a week, usually two or three with different people

It is a lot to ask up front. In practice it arrives slowly as trust builds, and we plan for that.

Beta seat · 3 open

Blend

Your data blended with ours, your method distilled into the engine. The advantage is yours and nobody else's.

$20k/ month · 6‑month build
  • Method loaded through SME interviews and workshops
  • Up to 25 clients onboarded, data connected and cleaned at the source
  • Control Center, weekly opportunities, experiments and client seats, white‑labeled
  • Our engineers in your weekly sessions
Then a run agreement at about 60% less. A narrower scope starts at $15k a month for three to four months.
Lightweight

Base

Our standard, most reliable SEO and AEO flows on third‑party data, shaped by a one or two day workshop on your method.

$5k/ month · from
  • A one or two day method workshop, distilled into a proof of concept
  • Crawls, keyword and prompt data we bring. No integration into your systems required
  • Diagnostics, recommendations and briefs for your team to run
  • A path to Blend when you want your own data in
Priced for smaller agencies. The right client eventually wants their data blended in, because that is where the advantage is.
Not a good fit if
  • You want turnkey software. This is a working relationship with engineers in it, and the system has not yet proven itself end to end without us in the room.
  • You need net‑new technical content in a thin category. We decide, brief and audit. We do not write your articles.
  • Nobody on your side can be the decision maker, or spare an hour a week.
  • You need every feature on this page today. Some run for one agency and not yet for every tenant. Ask, and we will tell you which.
What we learned the hard way

In our first sales‑intelligence pilot, most of the cards account leads rejected were routing and ownership problems: wrong person, departed owner, an active deal the CRM didn't show. The model wasn't the constraint. The CRM was. So data hygiene and a written playbook are step one now, and adoption is a success criterion we instrument, not a hope.

Proof, not promises

Three agencies run on it. Two of them paid to build it.

We built UtilityBar for our own agency first. Two other agencies then funded pieces of it as paid proofs of concept, on their clients' data, with their teams in the loop. In production since January 2026. Numbers are from live tenants as of September 2026.

The agency that built it

Inbound Found

SEO and AI engineering agency in Philadelphia, since 2014. Our own client roster runs on UtilityBar every morning, and every feature on this page ran for our clients before it ran for anyone else.

inboundfound.com
Paid pilot · relationship intelligence

A custom market research firm serving 30% of the Fortune 500

Eight account leads, a year of weekly opportunity cards checked against CRM and project history, and a second year adding search visibility work. The cards and corrections counted below are theirs.

Name on request, pending their approval
Paid build · link data and agents

An award‑winning enterprise link building firm

Funded the build of their link placement data for two business lines into the graph, their own MCP server, and the first agents on it. Their top 25 client sites are loaded, with keyword data, in a white‑labeled Control Center.

Name on request, pending their approval
158opportunity cards delivered to account leads, each checked against CRM and project history before routing
126pieces of feedback turned into pipeline, data or playbook rules
25client sites onboarded into the link building firm’s white‑labeled Control Center
~200tools across 9 servers, deployed on 3 dedicated client instances

Questions we get

Straight answers.

Does anything get sent or published automatically?

Not unless you decide it should. Opportunity cards are reviewed and sent by people. WordPress drafts land on staging with a preview link. Recommendations are approved before they become motions. How much review each step gets is your setting, not our limitation: teams start with everything gated and relax the steps the scoreboard has earned.

Will it just produce slop?

It does not produce articles, so it cannot produce slop articles. It produces decisions: briefs, audits and recommendations with plans, each grounded in the graph and passed through gates built for that flow. Where it drafts, such as an opportunity note or a comparison block, the draft is checked against your library and your rules, and you keep the send button. The gates section above walks through one chain.

How much does it cost?

Two routes. Blend is a beta seat: $20k a month for a six‑month build, then a run agreement at about 60% less. A narrower scope starts at $15k a month for three to four months. Base is our standard SEO and AEO flows on third‑party data after a short method workshop, from $5k a month. Both start with a discovery call where we tell you which fits, or that neither does.

Why only three more agencies?

Because loading an agency’s method is engineer time, not a signup form. SME interviews, data access we earn slowly, weekly working sessions. We can do that well for five agencies at once, two are on now, and we would rather say so than oversell it.

What data do we need to start?

For relationship intelligence: CRM access (HubSpot today), a list of account leads and their accounts, and whatever project history you have, even a spreadsheet. For visibility operations: the site, Search Console access if you have it, and any citation or link‑placement data. We add crawls, keyword data and web research ourselves.

What if our CRM is a mess?

It usually is. We find out in week one, we tell you plainly, and cleanup becomes the first deliverable: duplicates, bounced contacts, missing owners, orphaned companies. Cards and recommendations are only as trustworthy as the records underneath them, so we don't skip this step.

Which models do you use?

Whatever fits the task and your policy. Each tenant runs with its own keys, so you choose the providers, you see the spend, and nothing is trained on your data. We swap models as the frontier moves without changing your workflows.

Can we white‑label it for our clients?

Yes. The Control Center is built as a tenant overlay: your name, your domain, your client roster. One agency already runs it under its own product name for its clients.

How is this different from agents, or ChatGPT with plugins?

Assistants and agents are good at one‑off tasks you think to ask for. They will not decide which task matters for which client tomorrow morning, log what they changed, or remember that you rejected the same idea in March. UtilityBar ships prioritization, memory and accountability on your data, in your method, with people in the loop by design.

Is this one of the new "decision engines"?

It is the layer those need. Fast typed decision models are only as good as the options, labels and thresholds you give them. The queue, your corrections and the experiment ledger are exactly that data: your decisions, recorded with their outcomes. We use the best model for each judgment and keep the workflow, thresholds and actions in code you can audit.

Get started

Book a 30‑minute discovery.

  • 15 min: your motion, your data, your constraints
  • 10 min: Blend or Base, what it would measure and what it would cost
  • 5 min: whether it's a fit. Three beta seats are open. If it isn't, we'll say so
Book a 30‑minute discovery → hello@utilitybar.ai

Philadelphia, PA · Working with clients across the US since 2014

Scope: All clients + Onboard project Create campaign Run diagnostic Send agent Ask, or tell UtilityBar what to do… ⌘K
Ask, or tell UtilityBar what to do… ⌘K